Insights on IHA Breaches

Spot the red flags and learn how to fix in-house asset breaches before they impact SMSF compliance.

In-house asset breaches are one of the most common compliance issues in SMSFs often triggered by related party dealings, valuation errors, or a misunderstanding of the 5% rule. Knowing how to spot the risks and support trustees with rectification is critical.

This focused session will walk you through the rules, reveal common pitfalls, and equip you with strategies to manage in-house asset issues before they become a problem.

In this session, you will learn to:

• Cut through in-house assets complexity with clear, practical guidance
• Help your SMSF clients avoid reportable breaches
• Stay ahead of ATO scrutiny with real-world insights

Designed specifically for SMSF professionals who want a clear, actionable understanding of in-house asset issues and not just theory, you’ll see real-life examples of in-house asset breaches – what went wrong, how it was resolved, and the lessons learned.

Learning Outcomes:

By the end of this session, attendees will be able to:

1. Identify what constitutes an in-house asset under the SIS Act and what can trigger in-house asset breaches.
2. Apply the 5% in-house asset test and understand the auditor’s and trustee’s responsibilities when a breach occurs.
3. Understand the ATO’s approach to enforcement and rectification and implement practical strategies to manage and prevent future breaches.

Suited to:

Accountants, financial planners and auditors

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation